Services

We understand your business is unique! Therefore, we provide a customized bookkeeping package for each client. During our initial consultation, we’ll work together to develop a solution that is tailored to meet your company’s needs.

Our Services

Bookkeeping Services

  • Monthly transactions and deposit recording

  • Bank and credit card reconciliations

  • Balance sheet: What are the assets, liabilities, and equity in my business?

  • Income Statement: What is my profit?

  • Statement of Cash Flows: Where does my cash come from and go?

  • Monthly meeting or call to discuss reports and any bookkeeping questions.

New Business Set-up & training

  • Review of your business to select the right QuickBooks products

  • Account set-up in QuickBooks

  • Customized chart of Accounts

  • Bank and credit card feed synchronizing

  • 1 on 1 training for QuickBooks Online

  • Recommendations for efficient workflows

Catch- up & Clean-up

  • Historical clean-up: Your info is already in QuickBooks but needs to be corrected back to a certain date

  • Historical Catch-up: Your info is not already in QuickBooks and needs to be added back to a certain date

Bookkeeping Add-on Services

Ideal for growing businesses that need more support

  • Accounts Payable

  • Accounts Receivable

  • Payroll Support